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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.8+ years Filed as: IE SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $155,302 |
Filed as: GERSON & ASSOCIATES CPAS AND ADV PC Service code 10 · EIN 22-3163246 | Accounting | $44,550 |
LINDABURY, MCCORMICK, ESTABROOK8+ years Filed as: LINDABURY, MCCORMICK, ESTABROOK, CO Service code 29 · EIN 22-1943351 | Legal | $30,560 |
PELLETTIERI, RABSTEIN & ALTMAN8+ years Filed as: PELLETTIERI, RABSTEIN, & ALTMAN Service code 29 · EIN 21-0533765 | Legal | $29,949 |
Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD, SUITE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $23,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,138,635 | $88,479+1186.9% | $96,543+1079.4% | $80,187+1320.0% |
| Participation rate | 0.0% | 79.9%-79.9pp | 74.3%-74.3pp | 72.9%-72.9pp |
| Annual return | 7.22% | 22.53%-15.3pp | 35.75%-28.5pp | 40.40%-33.2pp |
| Employer contribution / active EE | $6,543 | $4,177+56.6% | $3,741+74.9% | $2,980+119.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $1,410 | $211+566.7% | $6,737-79.1% | $145+872.2% |